Measured AI | Corey Trinetti | Substack

Measured AI

Institutional-grade research on the physical infrastructure powering AI data centers — power, cooling, construction economics, and capital flows across the U.S. market.

By Corey Trinetti

Articles

AWS New Carlisle Data Center Campus: Project Rainier - Where Anthropic Trains Claude

An $11 billion AWS self-build on 882 acres of Indiana farmland — 32 data center buildings, ~6.5 million square feet, 2.25 GW of grid draw, and 878…


Microsoft's Fairwater Atlanta: A Grid-Only Gigawatt AI Data Center

A gigawatt-class AI campus on leased QTS land — grid-only, no backup power, grandfathered against a data center ban — and one node in Microsoft's…


Meta's Prometheus and Google's Central Ohio Cluster: An AI Data Center Primer

Two of the largest AI-capable data center footprints in the U.S. sit across Beech Road in New Albany — a primer on the campuses, accelerators, power…


When Cities Say No to Data Centers: The Voter Revolt Reshaping the Los Angeles Map

Monterey Park's June 2 ballot, the moratorium cascade across the San Gabriel Valley, and Vernon Public Utilities' administrative pause have narrowed Los…


Meta's Hyperion Louisiana Data Center Cluster: The Power Playbook

A $28.8B off-balance-sheet JV with Blue Owl, a customer-specific tariff, and the Lightning Amendment — the four templates that travel intact to the next…


FERC Repriced AI Data Center Grid Access — Flexibility Is Now the Billing Unit

A 1,500 MW disconnect in Northern Virginia produced the first federal tariff that prices AI data center grid access by deliverable flexibility.


How Water Became a De Facto Second Constraint on U.S. Data Center Siting

The political queue is why the water debate isn't really about water — it's about siting risk, capex per MW, and deployment velocity.


Why Converting Crypto Mines to AI Data Centers Costs 50–70% Less Per Megawatt Than Building New

How former Bitcoin miners are converting grid position into $60B+ in AI data center leases — and why the window is closing.